Category Archives: Tips

How to solve blocking message ” The envelope must be approved before the fiscal year budget can be approved ” while submitting budget for approval

In sage x3, we have a budget envelopes which is used to plan operating or investment expenses that can extend to one or multiple fiscal years defined by the entry of the envelope’s start and end dates. It also includes the concept of  budget type, budget code and project. Budget type: The budget type determines… Read More »

How to Solve error ”Outside of validity date limit” in Journal Entries

In Sage X3, any transaction that impacts a company’s profit and loss needs to be recorded in their accounting system is called ‘Journal Entries’.         A journal entry is used to record a business transaction in the accounting records of a business. A journal entry is usually recorded in the general ledger; alternatively, it may… Read More »

Sequence number setup for Projects in X3 V12

As we know, sage X3 v12 provides number of new features. One of them is the Project module which is completely new in v12. This Projects function is used to manage the elements often denominated under different terms : Business, Projects, Opportunities. These translate to the same basic concept. Their objective is to manage the… Read More »

How to open printing screen & print a desired report on click of customized menu item

In Sage X3, reports play an important role for representing transactions and records for analysis and growth perspective. Reports can be printed by navigating to the reports module as well as it can be printed via writing script file using 4GL code in sage X3. Sometimes there might be a requirement if the end user… Read More »

How to de-activate the Runtime server status on Console

The application server and Runtime server or main process server provides access to all the elements that make up Sage X3 including processes, screens, reports, etc. These elements are organized in directories by folder and are not repeated from parent folder to child folder except when they truly belong to the child folder. Otherwise, it… Read More »

How to make multiple selection of transaction in single field

In Sage X3, there are various types of transactions for different modules such as sales order, purchase order, sales invoice, purchase invoice, customer BP invoice, etc. Sage X3 have feature of selection that is a “lookup” button on fields which helps the user to choice a particular selection. Sometimes there may be requirement for particular… Read More »

How to check the version and patch used for Sage X3

Process to check in Version 12 Go to Administration > Utilities > Update > About Click on the Folder name to view the Version Process to check in Version 11 Go to Administration > Utilities > Update > About Click on the Folder name to view the Version Process to check in Version 9 Go… Read More »